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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Primetrust Advisors LLC
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|---|---|
| CRD # | 141625 |
| SEC # | 801-68762 |
| CIK # | |
| AUM | $394.5 M (2025-02-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 864-552-4020 |
| Address | 101 College Street Greenville, SC 29601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 4.9 |
| (b) Individuals (high net worth individuals) | 4 | 13.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 376.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 58 | 394.5 |
| By Discretionary | ||
| Discretionary | 44 | 17.9 |
| Non-Discretionary | 14 | 376.6 |
| Total | 58 | 394.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.5 | |
| Total | 58 | 394.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aurora Private Wealth Inc
✚
|
NJ | 0.4 |
|
Sage Private Wealth Group LLC
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IL | 0.4 |
|
Cypress Financial Planning LLC
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|
NJ | 0.4 |
|
Giverny Capital Advisors LLC
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|
NJ | 0.4 |
|
Main Line Retirement Advisors LLC
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|
MT | 0.4 |
|
Harmony Asset Management LLC
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|
AZ | 0.4 |
|
Fullcircle Wealth LLC
✚
|
TX | 0.4 |
|
Richmond Investment Services LLC
✚
|
WI | 0.4 |
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Bridge City Capital LLC
✚
|
OR | 0.4 |